Integrate IT Portal with Workstack
Send information between IT Portal and Workstack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate IT Portal and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
New project
Triggers when a new project is created
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
All Actions - Actions are the automated tasks
Create site
Creates a new site
Create company
Creates a new company
Create contact
Creates a new contact
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Update contact
Updates the details of an existing contact
Update address
Updates the details of an existing address
Update company
Updates the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch company
Fetches the details of an existing company
Fetch site
Fetches the details of an existing site
Fetch device
Fetches the details of an existing device
Fetch contact
Fetches the details of an existing contact
Fetch configuration
Fetches the details of an existing configuration
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create project
Creates a new project
Create todo
Creates a new todo in the selected project
Create todo list
Creates a new todo list in the selected project
What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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